See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $17,923 |
KREISCHER MILLER1 year Service code 15 · EIN 23-1980475 | Recordkeeping | $14,250 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,499 | $69,362+202.0% | $101,248+106.9% | $73,488+185.1% |
| Participation rate | 85.8% | 68.4%+17.5pp | 75.8%+10.0pp | 70.7%+15.2pp |
| Annual return | 13.60% | 18.46%-4.9pp | 46.47%-32.9pp | 28.51%-14.9pp |
| Employer contribution / active EE | $3,719 | $2,628+41.5% | $3,660+1.6% | $2,270+63.8% |
| Participant deferral / active EE | $10,977 | $3,300+232.7% | $4,370+151.2% | $3,740+193.6% |
| Admin fee / account holder | $301 | $704-57.3% | $5,945-94.9% | $513-41.4% |